"As a cohesive team, we construct and maintain a concentrated portfolio of sustainably growing businesses, using a thoughtfully structured process to deliver long-term value to our clients."
Senior Vice-President & Lead, U.S. Equity
Greystone’s cohesive U.S. equity team constructs and maintains a concentrated portfolio of sustainably growing businesses, using a thoughtfully structured process to deliver long-term value for our clients. Using a proprietary blend of quantitative screening, fundamental business analysis and team-based portfolio decision-making, Greystone has earned appealing returns for our U.S. equity clients while carefully managing risk. Two variants of our process are available for clients to use depending on their investment objectives and risk appetites: our growth-oriented U.S. Equity Fund and our income-oriented U.S. Income & Growth Fund.
Public Equities: What Growth Means to Greystone
Our Public Equities investment team takes you behind the scenes to better understand the team’s active management and growth style of Greystone’s public equities franchise. Learn more about the types of companies the team seeks to build a resilient portfolio focused on long-term results.
Our U.S. equity team believes that:
Superior long-term earnings produce superior long-term performance.
Selecting Sustainable Companies
Selecting companies with sustainable long-term earnings growth prospects, not fully recognized in the market, captures this outperformance.
Concentrated portfolios, suitably diversified, deliver the most impact.
Our U.S. equity team utilizes a bottom-up equity selection process using quantitative screening and fundamental qualitative analysis to create and manage a concentrated portfolio of companies with sustainable long-term earnings growth prospects not fully recognized in the market. The result is a focused portfolio of stocks that meet our criteria for long-term sustainable growth.
Greystone U.S. Equity Funds
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